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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,057 | $75,832-47.2% | $147,617-72.9% | $59,633-32.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.87% | 0.37%+2.5pp | 61.98%-59.1pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $2,426 | $3,485-30.4% | $5,564-56.4% | $2,203+10.2% |
| Participant deferral / active EE | $3,615 | $3,131+15.5% | $4,895-26.2% | $3,192+13.3% |
| Admin fee / account holder | $755 | $5,986-87.4% | $11,612-93.5% | $4,297-82.4% |